Application Form

Apply to join our highly curated, invitation-only talent pool

1Criteria
2Basic Details
3Contact
4Resume
5Profiles
6Questions

Talent Pool Criteria

Blackbook Associates maintains a highly curated, invitation-only talent pool of family office and wealth management professionals. To ensure we maintain the highest standards for our clients, we have established specific criteria for entry. Please review the following requirements before proceeding with your application.

1

Geographic Location

You must be a resident of the United States, United Kingdom, or United Arab Emirates.

2

Professional Background

You must have demonstrable experience in single-family offices, multi-family offices, family office advisory, or private wealth management. We work with professionals across all functional areas including:

  • Investment Management
  • Operations & Administration
  • Family Governance & Advisory
  • Client Service & Relationship Management
  • Finance, Accounting & Tax
  • Legal & Compliance
  • Executive Support
  • Leadership
3

High-Caliber Environment

You must have experience working with HNW principals, institutional-grade family offices, or leading wealth management platforms.

4

Employment Stability

You must have over 2 years in your current employment, with a stable career history demonstrating longevity and progression. We reference every placement, you must be confident you will receive a positive reference.

5

Work Arrangement

You must be willing to work in-office or hybrid schedules. Fully remote candidates will only be accepted in rare cases, given the confidential and relationship-intensive nature of family office work.

6

Education

Ideally, you will be degree qualified. However, extensive experience in family office or wealth management environments will also be considered.